advance you and your business with social media

SociallySavvyAdvisor.com︎

Presented by: Jennifer Openshaw

Advance Your Career & Your Company on Social Media


Jennifer Openshaw: Problem Solver for America’s Money & Success

•  A nationally known expert

•  Founder, Women's Financial Network

•  WSJ/MarketWatch columnist •  Advisor, Microsoft, Allstate

•  Author, The Millionaire Zone – How the wealthy network for financial success

@jopenshaw


Why Social Media? First

SociallySavvyAdvisor.com︎Sources: (1) ING Direct’s USA’s Sharebuilder Survey 2012; (2) Social Media's Growing Influence Among High Net Worth Investors, Cognet Research and LinkedIn

LinkedIn: 107MM US Twitter: 232MM Active Users Facebook: 1.3B Postings

Stats

SociallySavvyAdvisor.com︎Sources: (1) ING Direct’s USA’s Sharebuilder Survey 2012; (2) Social Media's Growing Influence Among High Net Worth Investors, Cognet Research and LinkedIn

Nearly of wealthy investors reallocated investments, altered relationships with investment providers based on content found through SM

70%


2/3 of millionaires surveyed said they will use electronic media with their advisors

Sources: Fidelity Investments survey 2011


How Can Social Media Help YOU Succeed? Q: 1.  Warm introductions

2.  Knowledge > Expert

3.  Prof. Promotion & Marketing

4.  Strengthen relationships

5.  Find your next job


How Can You & Social Media Help Your Firm Succeed? Q:

1.  Gather customers – Niche, WOM

2.  Promote events

3.  Leverage content – build brand

4.  Turn CEO into an influencer

5.  Service customers, detect issues


Platforms Second


What Really is Social Media? Q:


What if you did NOTHING with social media? Would it matter to you, firms?

Q: •  Opportunity Cost •  Visibility •  Allow Competitors to Define You


How Are Firms Using It? Q:


3 Ways to Use LinkedIn Q: The Business Trade Show

•  Prospect - View before meetings

•  Live Events – Jobs, Baby

•  Broadcast


How It’s Used Q: •  ParOcipate in Groups (93.4%) •  Researching New Clients (86.3%) •  MarkeOng themselves 80.9% •  CommunicaOng with wholesalers 76.5% •  InteracOng with clients 68.8% •  Sharing content with clients 54.7% •  Research products 19.3%

Source: Kasina Research & LinkedIn


3 Ways to Use Twitter Q: Cocktail Party Real-time

•  Connect, Engage Influencers, Press

•  Customer service & Culture > Turn

customers into ambassadors

•  Follow, research businesses, competitors


Is Facebook Worth the Time? Q: The Pub •  More personal •  Connect with clients and prospects •  Share photos, thoughts, comments •  Interact and comment •  Shopping mall analogy •  Follow media, partners, competitors


How Do You Measure ROI/Success? Q: •  Engagement: reads/views

•  Including your profile!

•  Registrations, sign-ups to a tool

•  Feedback •  ROI? Who Cares!

•  “A new family a week!”-David Edwards, Heron

By monitoring analyOcs, “we can determine where to spend the next dollar…. Beaer to

meet someone who’s already engaged with us online and expressed interest than to meet someone who hasn’t.”

CMO Mark McKenna


Building Success Third


How to Build a Compelling LinkedIn Profile? 94% of Recruiters Use LinkedIn to Vet Candidates Q:

•  Be Found > Key Words •  Custom URL – LinkedIn/In/JenOpenshaw •  Headline that Rocks •  Summary 3-5 graphs, bullets, specialties •  Personal is OK •  Add multi-media – Power of Pictures! •  Old-Fashioned Networking Still Matters


Can Social Really Impact my Career? Q: 94% of recruiters use LinkedIn to Vet •  Be Found > Key Words •  Custom URL – LinkedIn/In/JenOpenshaw •  Headline that Rocks •  Summary 3-5 graphs, bullets, specialties •  Personal is OK •  Add multi-media – Power of Pictures! •  Old-Fashioned Networking Still Matters

Guidance from LinkedIn automaOcally assists with key words in your profile


How to Become an Influencer? - Multiple content, multiple ways Q:


How Can You Leverage Content? Not just once; Many! Q:

Example: Speech or TV appearance •  Say something new, relevant

•  Write an arOcle – (Local/naOonal paper, assoc., industry)

•  Take photos and Tweet it

•  Tape for Youtube

•  Picture on Pinterest

•  PPT on SlideShare


What Types of Content Work Best? Make it compelling Q:

•  Original & Unique •  Engages (quesOons, survey)

•  Visual sOmulaOon

•  Video – Blue Sky, drives SEO


How Can You Drive Attendance… and Brand with Content?

Highlight an event in a LinkedIn Post or Tweet with link to register/learnmore

Q:


How Can You Drive More Reach, Credibility & Relationships?

 How? Re-‐tweet posts from influencers.

 Here, mutual fund company T.Rowe retreats posts from  Selected financial planners, industry associaOon execuOves and members of the media.

 How are your influencers?

Q:


How Can You Improve Success of Sales Team? Q:


How Can You Boost Search Engine Rankings? With Video! Q:


How are firms using Social? To “Listen” for Trends

IdenOfy Client Needs, CompeOOve Trends and SenOment Analysis

Q:


Can You Promote New Products? Yes – Just don’t omit important information

A Tweet can be an invitation to learn more. A link to product disclosures in Twitter allows for social sharing and legal compliance

Q:


What are New Platforms to Consider Q: How? •  Create infographics

•  Post a photo

•  Share interests

Pinterest: 70MM users, Women, 25% of Fortune 1000 firms


How About SlideShare? Q: The YouTube for for presentations NICSA’s PPT on New Hedge Fund Rules drew 12,000 views


What do you wish you knew when you got started using social media?

Q: •  Blurring of the personal vs

professional: There is no separation •  Single platform or system

•  Easier than you think


What are Top 3 Takeaways for You? Q: •  Start with you LinkedIn Profile •  Share ideas with firm/business unit

•  Amplify your expertise & successes


Help You & Your Firm Succeed on Social

To order books: Amazon or Wiley For bulk orders/discounts: Tula Batanchiev [email protected] (201) 748-‐5622 To contact Jennifer: (203) 769-‐5630 or info@sociallysavvyadvisor

Today

advance you and your business with social media

Social Media

social media

electronic media

service customers

wealthy network

financial success

jennifer openshaw

customers niche

cognetrese linkedin